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Jim Grant podcast – Trump, oil, gold, copper

Grant’s Interest Rate Observer Podcast, Released on 10/2/17

Jim and Evan discuss the outlook for crude oil and other commodities with fund manager Adam Rozencwajg.

0:48 President #Trump vs Candidate Trump
4:42 Adam’s thoughts on oil
6:44 How to play a rising oil price
13:00 Implications of increased hedging activity
15:53 The outlook for #copper and #gold

James “Jim” Grant is an American writer and publisher and the founder of Grant’s Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” Bloomberg TV, CNBC and other well-known financial news sources. His journalism has appeared in a variety of periodicals, including the “Financial Times”, “The Wall Street Journal” and “Foreign Affairs.”

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